Crunchwork

Tendering 101

Written by Dominique Tuck
Updated over a week ago

Submitting reports and quotes for AAI Limited claims

Read on for the latest advice on how to manage uploads for Suncorp Insurance claims

Written by Dominique Tuck
Updated over a week ago

Import and export quote csvs

Export quotes into csv files and re-upload them.

Written by Dominique Tuck
Updated over a week ago

Earthquake commission process

Are you working in the Earthquake Commission space as an assessor? Read on to learn how to best structure your day in Crunchwork

Written by Dominique Tuck
Updated over a week ago

Add negative values to your financial documents

Use this guide to understand how to do a negative variation for a quote and more.

Written by Dominique Tuck
Updated over a week ago

Add organisation details to your outgoing documents

Maintain professional reporting across your business and suppliers with company logos, contact information and more.

Written by Team Codafication
Updated over a week ago

Reserve and payments for claims

Set your estimate claim cost, delegated authority, and track payments over the course of each claim.

Written by Dominique Tuck
Updated over a week ago

Calendar 101

Plan ahead on jobs and track activities across your team with Calendar.

Written by Dominique Tuck
Updated over a week ago

Quick access guide

How to quickly access new apps and not lose the page you're working on!

Written by Dominique Tuck
Updated over a week ago

Allocate jobs to your supply chain

Onboard your subcontractors and use our "Vendor allocation" feature, so you can track work done on your behalf.

Written by Dominique Tuck
Updated over a week ago

The "Jump-to" button

Use this nifty button to quickly access records that relate to the same project

Written by Dominique Tuck
Updated over a week ago

Accessing Crunchwork On Your Mobile Device

Here's a step by step process on how to add Unity to your tablet or mobile

Written by Dominique Tuck
Updated over a week ago

How can I check the assessment jobs outstanding?

Trying to figure out how many jobs outstanding that need to be assessed?

Written by Dominique Tuck
Updated over a week ago

View current jobs and tasks in Dashboard

Start your day with understanding where each project is at.

Written by Dominique Tuck
Updated over a week ago

How can I delete tasks?

There's a task on my dashboard I don't need - what do I do?

Written by Dominique Tuck
Updated over a week ago

How do I add images to purchase orders, invoices or quotes?

There'll be times when you want to add supporting images for your documents - here's how!

Written by Dominique Tuck
Updated over a week ago

Annotations on images

Ever needed to add some extra detail to an image for your reports? This is how!

Written by Dominique Tuck
Updated over a week ago

What is the assets table?

Wondering what that table is at the bottom of your page?

Written by Dominique Tuck
Updated over a week ago

Accounts 101

Learn about the Accounts module in Crunchwork

Written by Dominique Tuck
Updated over a week ago

Make accounts available in your projects

Trying to add an account to a project, but can't see it in the list? This means you need to add the account to the project type.

Written by Dominique Tuck
Updated over a week ago

Add a new user with Admin Portal

Read this guide carefully for some helpful tips on adding users.

Written by Mackenzie Kerridge
Updated over a week ago

Catalog Version 2.0 Guide

The guide to managing Catalog V2

Written by Dominique Tuck
Updated over a week ago

Importing your price-book into Catalog

Use the csv import and export button to streamline updating your catalog

Written by Dominique Tuck
Updated over a week ago

Can I combine labour and material in one line item?

Trying to apply both labour and material rates to one line item in Catalog? Read on to learn how to best manage this breakdown.

Written by Dominique Tuck
Updated over a week ago

Creating and applying a combo in Catalog

The combo builder is a little different to the bundle builder. Read on to learn the difference!

Written by Dominique Tuck
Updated over a week ago

Zone overrides in Catalog v2

Learn how to optimise the overrides in Catalog

Written by Dominique Tuck
Updated over a week ago

Contacts 101

How to add contacts; import and export them in Crunchwork.

Written by Dominique Tuck
Updated over a week ago

Invoices 101

Learn how to generate and send invoices with Crunchwork

Written by Dominique Tuck
Updated over a week ago

Purchase Orders 101

Get started with creating purchase orders with these simple steps.

Written by Dominique Tuck
Updated over a week ago

Split purchase orders

Safely invoice the correct amounts and keep track of remaining budget of your purchase orders.

Written by Team Codafication
Updated over a week ago

Understanding purchase order statuses

Ever wondered what those statuses truly mean? Look no further.

Written by Dominique Tuck
Updated over a week ago

Cancelling purchase orders

We automate some steps and restrict others to help you make the right moves.

Written by Dominique Tuck
Updated over a week ago

How can I send multiple purchase orders?

There might be times when you want to send the same purchase order to a few different people. Here's how!

Written by Dominique Tuck
Updated over a week ago

Finding purchase orders related to vendors

Do you need to know how many purchase orders have been sent to your trades? Here's an easy way to find PO's and understand their status.

Written by Dominique Tuck
Updated over a week ago

Pulse version 2.0

Learn how to use Pulse v2 for your business.

Written by Dominique Tuck
Updated over a week ago

Perform quality assurance reporting

Use the QA Component to mark completion of each line item prepared by your trades.

Written by Team Codafication
Updated over a week ago

Pulse: Troubleshooting Steps

Here are some common errors when using Pulse, and how to resolve them.

Written by Dominique Tuck
Updated over a week ago

Creating a new claim

Using Crunchwork for insurance claims? Use this guide for creating new claims in Crunchwork in Insurance.

Written by Dominique Tuck
Updated over a week ago

Configuring tasks in Pulse

Best suited for Crunchwork administrators.

Written by Dominique Tuck
Updated over a week ago

What do the coloured circles mean?

The circles you see in Pulse are visual indicators to help you understand how many jobs there are in a project and their status

Written by Dominique Tuck
Updated over a week ago

Create a new task for a job

If you need to add a new task to a job, this is the best practice.

Written by Dominique Tuck
Updated over a week ago

Managing a new repairs job in Crunchwork

Do you need to learn the ideal flow with managing new repairs jobs? Read this guide for our best practice recommendations.

Written by Dominique Tuck
Updated over a week ago

Using the job schedule

Convert a quote for your job into many purchase orders, then schedule the start and end dates of your purchase orders.

Written by Dominique Tuck
Updated over a week ago

How can I bulk assign users to jobs in Pulse?

Quickly assign your team mates to jobs in bulk using our clever checkbox system

Written by Dominique Tuck
Updated over a week ago

Assessment job statuses

Wondering what the statuses mean on your assessments? Look no further!

Written by Dominique Tuck
Updated over a week ago

Works job statuses

Wondering what the statuses mean? Look no further!

Written by Dominique Tuck
Updated over a week ago

Updating the insurer on Repair Jobs

Read on how to update the insurer on the latest items on your repair jobs

Written by Dominique Tuck
Updated over a week ago

Quotes 101

The basics of using Unity's Quotes Version 2.0

Written by Dominique Tuck
Updated over a week ago

Approving and declining quotes

Learn how to use the interactive statuses on quotes to communicate across teams

Written by Dominique Tuck
Updated over a week ago

Create a scope of works from your quotes

Generate a PDF using the line items from your quote for a Scope of Works document

Written by Dominique Tuck
Updated over a week ago

Variation quotes

Learn how to create a variation from a regular quote

Written by Dominique Tuck
Updated over a week ago

How to duplicate a quote

Duplicating quotes are easy in Crunchwork

Written by Dominique Tuck
Updated over a week ago

Compare costs on your quotes

Learn how to view a summary of costs of your quotes.

Written by Team Codafication
Updated over a week ago

Report Writer 101

Everything you need to use Report Writer

Written by Dominique Tuck
Updated over a week ago

Report Writer on mobile devices

Read this guide and watch the video to understand

Written by Dominique Tuck
Updated over a week ago

How To Dictate To Report Writer with Your iPhone or iPad

Short of time? Try dictating your message to your report

Written by Dominique Tuck
Updated over a week ago

How To Dictate To Report Writer with an Android Device

Don't have time to stop and type out your report? Try dictating instead!

Written by Dominique Tuck
Updated over a week ago

Add multiple images to your report on mobile

Save time by selecting multiple images when adding images to your reports

Written by Dominique Tuck
Updated over a week ago

Best Practice - Using the Customer Scope of Work Report

Written by Dominique Tuck
Updated over a week ago

Report Writer Upgrades

Here are the new upgrades to report writer

Written by Dominique Tuck
Updated over a week ago

Track changes on your reports

Review changes from multiple users on the same report, so that you know what's happening and who's involved at all times.

Written by Dominique Tuck
Updated over a week ago

Upload supply chain members with Vendor Manager

Vendor manager provides a place for you to manage contact information and compliance documents for companies you work with.

Written by Dominique Tuck
Updated over a week ago

Zones 101

The basics of using Zones.

Written by Dominique Tuck
Updated over a week ago